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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
Macquarie Balanced Fund
Price$24.01
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets1.56B
American Funds American Balanced R2E
Price$35.54
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
IYBFX vs RAMHX Comparison Chart
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IYBFX vs. RAMHX commentary
Jun 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYBFX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 244B vs. IYBFX (1.56B). RAMHX pays higher dividends than IYBFX: RAMHX (1.49) vs IYBFX (0.82). IYBFX was incepted earlier than RAMHX: IYBFX (12 years) vs RAMHX (11 years). IYBFX (1.33) is less costly to investors than RAMHX (1.04). IYBFX is a more actively managed with annual turnover of: 73.00 vs. RAMHX (44.00). IYBFX has a lower initial minimum investment than RAMHX: IYBFX (0) vs RAMHX (250). IYBFX annual gain was more profitable for investors over the last year : 9.25 vs. RAMHX (6.45). RAMHX return over 5 years is better than : 32.06 vs. IYBFX (3.96).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 1.33 | 1.04 | 128% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 2.864 | 4.393 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 244B | 1% |
| Annual Yield % from dividends | 0.82 | 1.49 | 55% |
| Returns for 1 year | 9.25 | 6.45 | 143% |
| Returns for 3 years | 5.04 | 21.69 | 23% |
| Returns for 5 years | 3.96 | 32.06 | 12% |
| Returns for 10 years | 0.32 | 54.56 | 1% |